Managing Director, Real Estate

Beal Bank USA•Plano, TX

7d•Onsite

About The Position

CSG Investments, Inc. is headquartered in Plano, Texas, and provides flexible capital solutions to commercial and industrial customers. It is an affiliate of Beal Financial Corporation and Beal Bank USA. The Managing Director leads and actively participates in a team’s efforts to originate, underwrite, structure, and close lending opportunities within a designated business sector, using deep industry knowledge and expertise. The position is based on-site at CSG’s headquarters in Plano, Texas. The role manages investment teams across multiple transactions, overseeing analysis, due diligence, structuring, documentation, negotiation, and closing. The Managing Director also coordinates with external parties, prepares and presents transaction materials for senior management and loan committee review, monitors existing investments and loans with internal groups, contributes to the Bank’s Senior Management Team, and trains and develops team members.

Requirements

Bachelor’s degree in Engineering, Business, Finance, Accounting, or equivalent.
15+ years of direct lending experience; bilateral loan experience preferred.
Good management and interpersonal skills.
Excellent verbal and written communication skills.
Good research and quantitative skills, with the ability to reach conclusions in a fast-paced entrepreneurial environment.
Performance-driven, adaptable, and team-oriented.
Proven track record.
Excellent financial modeling, valuation, analytical, and accounting skills.
Proficiency with Excel.
Highly organized, detail-oriented, and proactive.
Self-starter able to work well in a team environment.

Nice To Haves

Bilateral loan experience preferred.

Responsibilities

Manage investment teams on multiple transactions simultaneously.
Analyze transactions and perform due diligence; structure, document, negotiate, and close deals.
Develop independent views on value and understand how the business cycle affects value.
Manage deal processes and coordinate interactions with counterparties, consultants, advisors, lawyers, and other outside parties.
Prepare presentations and materials for senior management and committee review.
Present transactions to senior management and the loan committee for review and approval.
Coordinate with other internal groups to monitor existing investments and loans.
Act effectively as part of the Bank’s Senior Management Team and work toward the Company’s overall goals.
Train and develop team members.
Perform other duties as assigned by the manager.